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COMMON APPLICATION FORM Application No. FOR LUMPS INVESTMENTS Please read INSTRUCTIONS (Page 2426) carefully. All sections to be completed in ENGLISH in BLACK / BLUE Colored INK and in BLOCK LETTERS.
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How to fill out for lumpsum investments:

01
Start by gathering all the necessary documents, such as identification proof, bank account details, and investment forms.
02
Carefully read through the investment form, understanding the terms and conditions, risks involved, and any fees or charges associated with the investment.
03
Provide your personal information accurately, including your name, address, contact details, and social security number, if required.
04
Specify the amount you wish to invest as a lump sum in the designated section of the form.
05
Determine the investment option that suits your financial goals and risk tolerance. This may include choosing between stocks, bonds, mutual funds, or other investment vehicles.
06
Fill out the necessary details for the chosen investment option, such as the fund name, asset allocation, or any specific instructions for the investment manager.
07
If required, provide your bank account information for dividend payments or to set up automatic contributions.
08
Review the form thoroughly before submitting, ensuring all the information is accurate and complete. Make sure to sign and date the form as instructed.
09
Follow any additional instructions provided, such as including a check for the investment amount or sending the form to a specific address or email.

Who needs lumpsum investments?

01
Individuals who have a sudden influx of cash, such as from an inheritance, bonus, or sale of assets, may consider lumpsum investments.
02
Investors who want to take advantage of investment opportunities that require a large initial amount can opt for lumpsum investments.
03
Those who have a long-term investment horizon and can afford to commit a substantial amount of money upfront may find lumpsum investments suitable.
04
People who prefer simplicity and do not want to commit to regular contributions or investment plans may prefer lumpsum investments.
05
Individuals who have a high-risk tolerance and are comfortable with potential market volatility may benefit from lumpsum investments.
06
Lumpsum investments may also be suitable for those who want to diversify their investment portfolio or take advantage of specific market conditions.
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Lumpsum investments refer to a one-time investment of a large sum of money.
Individuals or organizations making lumpsum investments need to file for it.
Fill out the necessary forms provided by the investment institution or financial advisor.
The purpose of lumpsum investments is to potentially see higher returns over time compared to regular investments.
Information such as the source of funds, investment amount, investment duration, and risk tolerance must be reported.
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